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Legacy Advisors’s Union Pacific UNP Stock Holding History

Legacy Advisors’s Portfolio UNP Stock Details UNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$626K Buy
2,302
+284
+14% +$74.6K 0.06% 166
2026
Q1 		$490K Sell
2,018
-39
-2% -$9.55K 0.06% 163
2025
Q4 		$476K Buy
2,057
+281
+16% +$64.1K 0.05% 170
2025
Q3 		$420K Buy
+1,776
New +$400K 0.05% 168
2025
Q2 		– Sell
-3,438
Closed -$812K – 378
2025
Q1 		$812K Buy
3,438
+425
+14% +$102K 0.08% 192
2024
Q4 		$687K Sell
3,013
-28
-0.9% -$6.63K 0.07% 216
2024
Q3 		$750K Buy
3,041
+547
+22% +$133K 0.08% 193
2024
Q2 		$564K Buy
2,494
+73
+3% +$17.1K 0.07% 192
2024
Q1 		$598K Buy
2,421
+181
+8% +$44.5K 0.08% 192
2023
Q4 		$550K Buy
2,240
+302
+16% +$66.4K 0.07% 186
2023
Q3 		$395K Buy
1,938
+219
+13% +$47.7K 0.06% 206
2023
Q2 		$352K Buy
1,719
+74
+4% +$14.7K 0.05% 203
2023
Q1 		$331K Buy
1,645
+25
+2% +$5.07K 0.06% 192
2022
Q4 		$335K Sell
1,620
-158
-9% -$32.4K 0.06% 178
2022
Q3 		$346K Buy
1,778
+126
+8% +$27.9K 0.08% 159
2022
Q2 		$352K Buy
1,652
+5
+0.3% +$1.14K 0.07% 154
2022
Q1 		$450K Buy
1,647
+377
+30% +$95.2K 0.09% 131
2021
Q4 		$320K Hold
1,270
– – 0.12% 91
2021
Q3 		$249K Buy
1,270
+4
+0.3% +$864 0.1% 105
2021
Q2 		$278K Hold
1,266
– – 0.11% 95
2021
Q1 		$279K Buy
+1,266
New +$266K 0.12% 94
2019
Q3 		– Sell
-600
Closed -$101K – 310
2019
Q2 		$101K Hold
600
– – 0.07% 162
2019
Q1 		$100K Buy
+600
New +$96.6K 0.03% 156
2018
Q4 		– Sell
-33
Closed -$5K – 379
2018
Q3 		$5K Hold
33
– – ﹤0.01% 412
2018
Q2 		$5K Buy
+33
New +$4.6K ﹤0.01% 351

Other funds holding UNP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Legacy Advisors's UNP Position: Q2 2026 in Review

Legacy Advisors increased its Union Pacific (UNP) stake by 14% in Q2 2026, buying an estimated $74.6K and bringing the position to 2,302 shares worth $626K. The position accounts for 0.06% of the portfolio, ranked #166.

Legacy Advisors first reported a position in UNP in Q2 2018 and has held it in 25 quarters since. The position peaked at $812K in Q1 2025. 914 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Legacy Advisors held 2,302 shares of Union Pacific worth $626K as of Q2 2026.
  • Legacy Advisors bought 284 Union Pacific shares in Q2 2026, an estimated $74.6K.
  • Union Pacific made up 0.06% of Legacy Advisors's portfolio in Q2 2026, its #166 holding.
  • Legacy Advisors first reported a position in Union Pacific in Q2 2018 and has held it in 25 quarters since.
  • Legacy Advisors's Union Pacific position peaked at $812K in Q1 2025.
  • 914 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.